SAGE: Advocacy & Services for LGBT Elders
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Planned Giving, Taylor Society


Overview
Simple Gifts
Tax-Wise Gifts
Income Generating Gifts
Lifetime Gifts

Tax-Wise Gifts

With these gifts, you receive even more than the satisfaction of knowing you’ve helped provide for our community’s elders. You get tax benefits too.

Charitable Gift Annuities

You can make a gift to SAGE, receive reliable annual income, and get a tax deduction for doing so. That's the power of Charitable Gift Annuities.
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Retirement Assets

Contributing retirement plan assets—an IRA, employee retirement plan, or tax sheltered annuity—is one of the smartest ways to make a gift.
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Real Property

For many of our supporters, their single largest asset is their real estate—a home, a vacation spot, or an investment property. And for many, these properties have appreciated tremendously over the years.
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Appreciated Property

Contributions of appreciated securities are an extremely tax wise way to make a gift. When you contribute securities that have appreciated in value, you receive a charitable contribution for the full market value of the securities and you avoid having to pay capital gains tax on the amount contributed.
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The material on these pages is for general information. SAGE does not render tax, accounting, financial, or legal advice. Please consult with your tax, financial, and legal advisors regarding your personal circumstances.

Ways to Give

Click here for Sample Beneficiary Language


Taylor Society

I’m here to help!

Jerry Chasen
Director, Legacy Planning
jchasen@sageusa.org
212-741-2247 x240



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